-18.2%
APTV vs BB
-0.1%
-18.0%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -2.7% | +5.4% | +3.2% |
| 7D | -1.8% | -2.1% | +0.3% | -1.4% |
| 30D | -7.9% | -16.0% | +8.1% | -4.9% |
| 3M | -29.9% | -14.5% | -15.4% | -29.0% |
| 6M | -36.6% | +118.6% | -155.1% | -47.9% |
| YTD | -40.0% | +98.9% | -138.9% | -49.7% |
| 1Y | -44.0% | +99.5% | -143.5% | -53.5% |
| 3Y | -54.5% | +65.4% | -119.9% | -63.1% |
| 5Y | -68.8% | -27.6% | -41.2% | -71.3% |
| All | -18.2% | -0.1% | -18.0% | -49.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded BB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling